See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,281 | $71,883-27.3% | $86,677-39.7% | $68,494-23.7% |
| Participation rate | 62.0% | 72.2%-10.2pp | 76.6%-14.6pp | 67.9%-5.9pp |
| Annual return | -17.16% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,486 | $2,173-31.6% | $2,836-47.6% | $2,596-42.7% |
| Participant deferral / active EE | $3,352 | $3,779-11.3% | $4,656-28.0% | $4,027-16.8% |
| Admin fee / account holder | $6,772 | $6,112+10.8% | $7,493-9.6% | $5,403+25.3% |